Database Specialist

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Summary: The Database Specialist is responsible for managing the offline and online donation entry, fund allocation, and receipting process through our CRM (Salesforce) database. The Database Specialist serves as a liaison with internal customers in their use of Salesforce and is also responsible for maintaining, troubleshooting, and providing technical support for the CRM system.

Essential Duties & Responsibilities:

Donation Processing & Receipting:

Open, electronically deposit, reconcile, and record all mailed donations on a daily basis while adhering to the defined process for financial controls and accuracy of donation entry.

Collaborate with accounting team in donation processing for all regions and accounts; adjust and reconcile accounts with GL for financial accuracy.

Collaborate with the development team and regional Partnership Managers on source codes, accurate fund allocations, and tracking of donation commitments.

Oversee expedited receipting and donation follow-up process for both electronic and mailed receipts including detailed attention to receipting guidelines, and manage notification process with development team.

Database Coordination:

Serve as primary contact for CRM technical support, troubleshooting, implementation of system configuration updates, and knowledge gathering for self and others. Provide timely dissemination of important CRM system changes, updates, or known issues that will affect the CRM user experience.

Collaborate with CRM users to ensure constituent (donor, volunteer, interested, alliance, vendor) data entered in the CRM system is relevant, accurate, and complete, thus providing for ease and excellence in financial reporting, analysis, and the creation of various constituent email/contact lists.

Build, customize, and distribute reports that help monitor key constituent activities funneled through calls, visits, website interactions, and or the CRM system.

Oversee and complete any mass data import to the CRM system, linking to existing records when applicable, and performing data cleanup after import when needed. Build report templates and provide exported data as appropriate.

Support the implementation of direct mail, email, and online fundraising campaigns.

Other Duties as Assigned

Qualifications: The requirements listed below are representative (not all inclusive) of the knowledge, skill, and or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Must embrace the mission of Partners Worldwide and demonstrate mature Christian values

Disciplined, self-motivated, and able to work with minimal supervision

Demonstrated excellence and skill in project management, research, and problem-solving

The ability to work effectively on a team, a rapport builder, and brand ambassador

A desire to learn new technical functions and become adept at usage and features of the Salesforce CRM

Meticulous nature and attentive to details

Basic understanding and sensitivity to other cultures

Adept technologically, including demonstrated competence with CRMs and Office365 Suite

Work Environment: The work environment characteristics described here are what you would typically expect in a professional office environment and are representative of those an employee encounters while performing the essential functions of this job.